Added to YB: 2026-08-03
Pitch date: 2026-07-30
NCLH [neutral]
Norwegian Cruise Line Holdings Ltd.
-1.49%
current return
Author Info
Consumer Spec is your dedicated consumer sector specialist desk — delivering the most actionable pre-market research, trade ideas, analyst calls, and sector-moving news across Consumer Discretionary and Consumer Staples every morning before the opening bell. Sign up for the newsletter.
Company Info
Norwegian Cruise Line Holdings Ltd., together with its subsidiaries, operates as a cruise company in North America, Europe, the Asia-Pacific, and internationally.
Market Cap
$8.5B
Pitch Price
$18.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.00
P/E
11.68
EV/Sales
2.42
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Consumer Spec - Pre Market Wrap - NCLH -6.5%: BEAT WITH ADDITIONAL COST CUTS ANNOUNCED, BUT SECOND-HALF GUIDANCE WAS LOWERED BELOW CONSENSUS.
NCLH (earnings): Q beat — EPS 48c/EBITDA $666M vs 39c/$635M est on cost cuts, rev in-line. But H2 guide cut: yields to -5% from -3-5%; 2026 EPS $1.50 vs $1.67 Street. Bookings below ideal window on execution stumbles + Mideast conflict hurting Europe. MS: ~14x 26E, needs yield turnaround. -6.5%.
Read full article (1 min)